Private Bank Analyst - Portfolio Manager jobs in United States
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Huntington National Bank · 19 hours ago

Private Bank Analyst - Portfolio Manager

Huntington National Bank is seeking a Private Bank Analyst II - Portfolio Manager to manage client household relationships and deliver high-quality services. This entry-level position involves training in investment and portfolio management with the goal of advancing to a sales role within 24 months.

Asset ManagementFinanceFinancial Services
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Responsibilities

The Analyst will be trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities
Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role
Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region
Performs other duties as assigned

Qualification

Investment knowledgeClient service skillsCommunication skillsNetworking skillsSales skills

Required

Bachelor's Degree
1 or more years experience in banking or finance

Preferred

Investment knowledge
Strong client service and communication skills

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase